Investment Banking Summer Analyst Readiness Program

Most analysts are evaluated right away and recognized for adding value early on—but training varies across banks, and few will teach you how to build real deliverables. With summer analyst offers extended nearly 16 months before the internship begins, it’s essential for students to revisit and strengthen the concepts they originally studied to earn the offer. Our program provides hands-on experience with tasks that closely reflect what analysts are expected to do on the desk—helping students build confidence and deliver value from day one. Each session contributes to a professional grade deliverable, with exercises intentionally designed to strengthen skills that are essential across the core investment banking workstreams.

Our program is specifically designed to help you:

• Add value from Day 1 – With greater familiarity and hands-on practice, interns will be equipped to contribute meaningfully right away.
• Make a strong first impression - Interns who need less guidance and consistently perform well are more likely to be trusted and requested by senior bankers.
• Stand out in a competitive environment – Interns who require less ramp-up time and consistently deliver high-quality work are more likely to be trusted and requested by bankers.
• Feel confident and in control – Preparation builds confidence, helping them navigate high-pressure situations with ease.
• Avoid preventable mistakes – Practicing real tasks in advance helps interns minimize errors, work more efficiently, and avoid common early missteps.
• Significantly increase the likelihood of a return offer – Better performance, stronger relationships, and fewer missteps significantly improve the chances of converting the internship into a full-time role.

Our program, will cover these essential topics:

Week 1

Reading Investor Presentations and Earnings Materials (30 min): Learn how to extract relevant data from investor presentations and earnings materials (e.g., press releases, earnings call transcripts), covering topics such as growth, market trends, competitive dynamics, and company milestones—to perform analysis and inform strategic positioning slides.

Formatting (30 min): Build formatting skills essential for creating marketing materials, where interns are often expected to contribute immediately. Candidates will use insights from Session 1 to develop two strategic positioning slides highlighting the company’s unique value proposition and competitive advantages.

Analyzing Financial Statements & Spreading Comps (1 hour): Spread financial data for the company being pitched and three comparable companies using reported financial statements. Focus on key metrics across the income statement, balance sheet, and cash flow to calculate Equity Value, Enterprise Value, and trading multiples. Includes the specifics of how to site sources and create clean backups.

Week 2

Benchmarking (1 hour): Create operating and financial benchmarking charts comparing the company to peers, including growth rates, margins, revenue multiples, and EBITDA multiples.

Analysis at Various Prices. AVP (15 min): Conduct AVP analysis using a range of Enterprise Values. Calculate implied EBITDA and revenue multiples at different valuation levels.

Financial Summary & Trading Charts (45 min): Create financial summary charts showing historical Revenue and EBITDA. Develop a trading chart displaying the company’s stock performance over the past 3 years.

Week 3

Buyer Profiles (45 min): Create buyer profiles for potential acquirers of client companies, a task commonly assigned to interns during sell-side processes. These may include strip profiles or more detailed one-pagers covering private equity sponsors or strategic buyers. Profiles will include a company overview, key financials, relevant deal activity, recent investments, and notable news—tailored to the information available and use case.

Process Overview/Workstreams (45 min): Learn about key investment banking processes (sell side, buy side) and relevant workstreams—especially those assigned to interns. These may include contact logs, diligence trackers, and other materials critical to deal execution. While they may not require advanced technical skills, they demand precision and strong attention to detail.

Session 10 – Best Practices for Internship Success (30 min): Cover essential soft skills for internship success: managing competing priorities, communicating effectively with staffers and teams, understanding when and how to push back on assignments, and networking within the firm. Students will also have access to real-time support throughout the internship.

We are available for ongoing support during the summer internship to respond to questions as needed.